Managers of Wealth

Credit Suisse IB Europe co-head exits after three months in role

The bank has also hired a co-head of investment banking and capital markets for France, Belgium and Luxembourg.

PineBridge Unveils Asia Fixed Income Leadership

The appointments are part of the firm’s transition plans following the retirement of current head of Asia ex-Japan fixed income and emerging markets co-head Arthur Lau in June this year.

Bank of Singapore appoints new Chief Executive Officer

To ensure continuity in leadership at the Bank, Mr Vincent Choo, a member of the Board of Directors, assumed the role of interim Chief Executive Officer on 1 January 2023.

Evelyn Partners strengthens business tax team with senior appointment

He joins Evelyn Partners from EY where he worked for more than 18 years and was most recently a partner providing advice and support to private equity-backed and fast-growth companies.

DBS makes key leadership changes for institutional banking business

DBS said that Ms Tee will oversee the overall institutional banking business in China, building on the bank’s efforts to capture business flows there, including opportunities from the Greater Bay Area.

Larry Roth Named Executive Chairman Of New Public Company

Roth’s role in the new firm will be to concentrate on strategy and work with the firm’s partner.

UBS Promotes Taiwan Wealth Executive

In his new role, the seven market team heads in Taiwan report to Su while he reports to head of GWM Taiwan domestic Dennis Chen.

Alpha Sigma Capital Welcomes Patrick Martin as General Partner, Europe

He has co-founded and scaled companies, raised and invested hundreds of millions in growth capital, and achieved many successful exits via M&A and IPOs.

Sabrina Cooper appointed CEO of Scotia Investments

Cooper will have primary accountability for the growth and profitability of the wealth and asset management businesses supporting the strategic goals aligned with the group’s international wealth management strategic priorities.

Financial Advisor Marcus van der Meulen joins UBS in Tampa, Florida

He will report to Gregory Kadet, Managing Director and Greater Florida Market Head at UBS Wealth Management USA.

Credit Suisse promotes raft of Asian wealth managers to MD roles

Based in Singapore and Hong Kong, the senior bankers work across a variety of functions, including private banking, relationship management and client due diligence.

Credit Suisse exits stake in value boutique as Rima gives up chair

The new chair was previously chairman of the management board of Deka Investment.

Co-founder of Partners Group becomes Breitling President

On Friday, Partners Group officially announced that it would increase its stake in a transaction, making it the company's largest shareholder.

Kingswood U.S. Adds More Than $943 million in 2022 in Total Client Assets with Recruitment of 21 Financial Advisors

Industry Leading Alts Platform and Access to Technology Solutions Driver of Affiliation

Beckenbauer ambassador at the helm of CS spin-off

The banking veteran once played an important role at Credit Suisse.

Neuchâtel IAM obtains Finma licence and recruits UBS relationship manager

Boccard & Partenaires’ three directors are Louis-Philippe Müller, Julien Müller and Cédric Abplanalp.

JP Morgan Indian trust shifts management team

Rajendra Nair steps back

Barclays Private Bank recruits Lauren Harzo as Director

Her career began in 2008 in an audit role with Grant Thornton, and she went on to work for almost seven years with Barclays Wealth and Investment Management.

Walker Crips hires Top 30 star as investment strategy head

Shane Bennett, who featured in Citywire Wealth Manager's 2017 and 2018 studies into rising talent, joins Walker Crips after around a decade with Cathedral Financial Management.

HSBC strengthens Singapore private bank

Caroline Bong was most recently senior director and head of credit structuring for Singapore at Indosuez Wealth Management."

Executive Moves